Filter a summary report using 4 date fields with specific date ranges for each field
Hello,
I have a table with daily accruing records for "billed claims" that contain 4 payment date fields to show when a payment is received (PrimaryPostingDate, Secondary..., Tertiary..., Alternate...).
We have commission cycles from those payments that go to several clients (FOTM through the 15th & the 16th through the EOTM). I am at the mercy of the fields I am calling in from our external billing system, thus the four separate fields as opposed to having a "Paid source" field with just one payment date per record to report from. Essentially, I have one record per claim, each with 4 payment type fields and 4 payment date fields for the various types and dates of possible payments on a claim.
I would like to be able to create the commission period summary reports showing all payments in a particular period. I've tried several scenarios with simple filtering but have come up short. Is there a formula field that can summarize this report for me, or am I possible filtering incorrectly?
Fields:
PrimaryInsurancePayment
SecondaryInsurancePayment
TertiaryInsurancePayment
PatientPayment
&
PrimaryPaymentDate
SecondaryPaymentDate
TertiaryPaymentDate
PatientPaymentDate
Ex. Commission Period, any payment posted from 05/01/2021 through 05/15/2021
------------------------------
Stephen Miller
------------------------------
I have a table with daily accruing records for "billed claims" that contain 4 payment date fields to show when a payment is received (PrimaryPostingDate, Secondary..., Tertiary..., Alternate...).
We have commission cycles from those payments that go to several clients (FOTM through the 15th & the 16th through the EOTM). I am at the mercy of the fields I am calling in from our external billing system, thus the four separate fields as opposed to having a "Paid source" field with just one payment date per record to report from. Essentially, I have one record per claim, each with 4 payment type fields and 4 payment date fields for the various types and dates of possible payments on a claim.
I would like to be able to create the commission period summary reports showing all payments in a particular period. I've tried several scenarios with simple filtering but have come up short. Is there a formula field that can summarize this report for me, or am I possible filtering incorrectly?
Fields:
PrimaryInsurancePayment
SecondaryInsurancePayment
TertiaryInsurancePayment
PatientPayment
&
PrimaryPaymentDate
SecondaryPaymentDate
TertiaryPaymentDate
PatientPaymentDate
Ex. Commission Period, any payment posted from 05/01/2021 through 05/15/2021
------------------------------
Stephen Miller
------------------------------
